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      Release Notes v4.9 - 2023-10-19

      These changes only apply to Investor Compass 2.0 users. All Investor Compass 2.0 URL's ends on .io

      If you would like to upgrade to this version. Please contact the support team. 

      Contents

      Product Changes

      API Documentation

        • Added documentation for client delete endpoint

        • Added documentation for PDF generation

        • Added documentation for async tasks

        • Response schema added for Get all non-investibles, get all cashflows, get all accountgroups and Report endpoint

        • Question ID added to PUT Instrument Responses Endpoint

        • Question ID added to Created and Updated fields to getInstrumentResponsesbyID endpoint

        • add debt type to non investible endpoint

        • Desire for guidance scale available in API

      API

        • delete client endpoint refactored to properly anonymise data

        • we now check if a client exists on all endpoints required

        • The asynctask endpoint now returns the status of a task

      Webapp general

        • Single-Sign On (SAML) is now available for trial by our enterprise clients (more widely available early next year): Users are able to authenticate through SAML to login to Oxford Risk without having to re-enter their password. Personal information about the user (if available) will be brought through to the Oxford Risk site when authenticating through SAML. If available the following adviser information will be displayed in Oxford risk:

          • email

          • first name

          • last name

        • additional text added to SRL transition steps

      Webapp adviser screen

        • errors now show more prominently when attempting to create a client

        • date of birth now enforces more strict date formatting

        • additional text added to SRL transition steps

      Webapp client screens

        • New client journey UI

        • SRL transition string of pearls visual improvements and now showing labels under each pearl

      New Client Journey Video

      Integrations

        • development on Intelliflo integration pilot complete

      PDF

        • SRL transition on PDF visually updated and now includes labels under each pearl

        • Risk capacity balance sheet is removed from client PDF

      Bugs Fixed

      API Documentation

        • Fixed incorrect return codes for certain endpoints

        • fixed enum COMPLETE to be COMPLETED

        • added missing response bodies to certain endpoints

        • removed sub_type from being a required field for account creation

        • posted instrument response status as COMPLETE rather than COMPLETED

        • Consistency should have 0 as an available category

      Webapp general

        • additional text added to SRL transition steps

      Webapp adviser screen

        • Projections fan chart no longer sometimes shows incorrectly

        • The Edit Response button can no longer be clicked if there is no response to the edit

        • Validation is now in place to enforce at least 1 account creation as part of FCG assessment. (otherwise, no risk capacity can be generated)

        • Adviser comments disappearing after selecting save

      PDF

        • Client Group PDF fields did not have translation

        • PDF shows empty box for Investment History if manual score for K&E is used

      Mapped funds

        • Correct Royal London Governed Portfolios

      CSV

        • Unable Export client CSV

        • The answer “Reading books, articles and/or websites” does not import for the investment knowledge question, possibly because of the forward slash in the string

      Permissions

        • Updating an adviser/admin/assistants role does not update the user entity causing permission issue